Client Service Administrative Associate
Heritage Wealth Advisors•Richmond, VA
395d
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About The Position
The Client Service Administrative Associate (CSAA) plays a crucial role in providing administrative support to Wealth Advisors and Wealth Planning Associates at Heritage Wealth Advisors, LLC. This position is designed to enhance the client experience by ensuring efficient and timely service, while also creating administrative efficiencies within the firm. The CSAA will engage in various tasks that support client interactions and internal processes, contributing to the overall success of the team.
